Skip to content
Disclosery

Sequoia Financial Advisors, LLC: COIN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sequoia Financial Advisors, LLC on COIN, newest first. How the timeline and the estimate are built.

Sequoia Financial Advisors, LLC held 6,593 COIN shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,593 shares
    Change vs previous 13F -2,342 shares

    <0.01% of the 13F portfolio, value $963,761.

    13F-HR 0001599900-26-000003 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,935 shares
    Change vs previous 13F +2,005 shares

    0.01% of the 13F portfolio, value $1,560,189.

    13F-HR 0001599900-26-000002 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,930 shares
    Change vs previous 13F +1,197 shares

    0.01% of the 13F portfolio, value $1,567,208.

    13F-HR 0001599900-26-000001 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,733 shares
    Change vs previous 13F +902 shares

    0.01% of the 13F portfolio, value $1,934,844.

    13F-HR 0001599900-25-000004 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 4,831 shares
    Change vs previous 13F +1,014 shares

    0.01% of the 13F portfolio, value $1,693,302.

    13F-HR 0001085146-25-004180 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 3,817 shares
    Change vs previous 13F -418 shares

    0.01% of the 13F portfolio, value $657,444.

    13F-HR 0001085146-25-002275 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 4,235 shares
    Change vs previous 13F +908 shares

    0.01% of the 13F portfolio, value $1,051,434.

    13F-HR/A 0001085146-25-004759 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,327 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $592,772.

    13F-HR 0001085146-24-005038 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).